MBR Financial, Inc.
2000 West Loop South
Ste. 1510
Houston, TX 77027
832-667-8787
281-974-2108
contactus@mbrfinancial.com
Investor Profile and Asset Allocation Calculator
Investor Profile and Asset Allocation Calculator
Use this tool to establish an investor profile and compare an investor's current asset allocation against a model portfolio suitable for that profile.
Questions
1. When making a long-term investment, I plan to hold the investment for
1-2 years
3-4 years
5-6 years
7-8 years
9-10+ years
2. If you owned an investment that fell 20 percent over a short period, what would you do?
Sell all of the investment
Sell a portion of the investment
Sell nothing
Buy more of the investment
3. Generally, I prefer an investment with little or no fluctuation in value, and I am willing to accept the lower returns associated with these investments.
I strongly agree
I agree
I disagree
I strongly disagree
4. When it comes to investing in stocks or bonds, I would describe myself as a
Very inexperienced investor
Somewhat inexperienced investor
Somewhat experienced investor
Experienced investor
Very experienced investor
5. How optimistic are you about the long-term prospects for the economy?
Pessimistic
Unsure
Somewhat optimistic
Very optimistic
6. What do you hope your portfolio value will be 10 years from now?
A little more than it is today
Moderately greater than it is today
Substantially greater than it is today
7. What is your current income requirement (interest plus dividends) from this portfolio?
More than 4 percent
2 percent to 4 percent
0 percent to 2 percent
Current Asset Allocation
Cash
$
Bonds
$
Large-cap Stocks
$
Small/Midcap Stocks
$
Foreign Stocks
$
IMPORTANT DISCLOSURES
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025.